- Our Equity Research department was started by Kenneth C. Nagy, CFA in 2004. Ken's strong background in equity models, industry analysis and identifying long and short sell candidates provides investors a unique insight in to what makes a solid portfolio.
The department builds unique portfolios according to investor's individual risk return characteristics. We combine fundamental analysis with what we call our endowment theory. Fundamental analysis is the evaluation of financial information such as income statements, balance sheets, and statements of cash flow. We also analyze the company's competitive position, its products, patents, and customer health. Our endowment theory is based on several large university endowments, which bucked the trend of losing money from 1999 to 2002. They did this by using private equity and alternative investments.
Stock in our universe must pass the following requirements:
- Our Dividends Yield at least 2.0%.
- We do not invest in Stocks with more than 50% Debt to Equity capitalization.
- We find Stocks with Strong Free Cash Flow (Net income +Depreciation &0151; Capital Expenditures-debt).
- We search for Stocks in Populations that matter (Baby Boomers in America, Young population in India, China).
- Use Enterprise value as opposed to Price/Earnings.
Use our Equity Research Department to help you invest wisely in today's stock market.
